Define Stacked Zone Options for a Portal Form Arrangement

Use Stacked Zone Options to define properties for a simple Form Arrangement with stacked zones:
  • Mode: Define different Form Arrangements based on which Form is displayed.
  • Name: Name to use within CSM for the stacked zone.
  • Location of Data: Where the data to display in the stacked zone is retrieved (Business Object or Relationship).
  • Display Mode: How to display the data in the stacked zone (view-only Form, editable Form, or results list).
  • Visibility: When to display or hide the stacked zone. By default, a zone is always visible unless you define an Expression to hide it.
  • Title: Name to display on the stacked zone. By default, the name either comes from the primary Business Object or from the Relationship; however, you can provide a custom name.

To define Stacked Zone Options for a Form Arrangement:

  1. Open the Portal View for a Business Object.
  2. Open a Form Arrangement in the Form Arrangement Editor.
  3. Click the Stacked Zone button . The Business Object is listed as a stacked zone by default and cannot be edited or deleted.
  4. Select a Mode. This allows you to define different Form Arrangements depending on the Form being displayed:
    • Create New: Select this option to define a Form Arrangement for the Business Object's default Form.
    • Display: Select this option to define a Form Arrangement for a view-only Form.
      Note: Select the Same as Edit Mode check box for the Create New and/or Display modes to use the same Form Arrangement as defined for the Edit mode.
    • Edit: Select this option to define a Form Arrangement for an editable Form.
  5. Click Add to add a stacked zone to the Form Arrangement.
  6. Provide a name for the stacked zone.
  7. Define where the data displayed in the stacked zone comes from:
    • Business Object: Select this radio button to have data from the Business Object displayed (ex: Resolution Details for an Incident).
    • Relationship: Select this radio button to have data from a Relationship displayed. In the drop-down, select a Relationship.
  8. Define the display mode:
    • View-only Form: Select this radio button to display one of the available Business Object Forms (either from the primary Business Object, or a related Business Object, if applicable) as a view-only Form in the stacked zone. Then, in the drop-down, select the Form to display.
    • Editable Form: Select this radio button to display one of the available Business Object Forms (either from the primary Business Object, or a related Business Object, if applicable) as an editable Form in the stacked zone. Then, in the drop-down, select the Form to display.
    • Result List (Relationships only): Select this radio button to display data from a Relationship in a Results List. Select the Field to use to order the values in the list, as well as an ascending or descending order.
  9. Define the visibility:
    1. Always Visible: Select this radio button to always display the zone.
    2. Expression: Select this radio button to use an Expression to conditionally display/hide the zone. Then, define the Expression using one of the following options:
      • Stored Expression: Click the Ellipses button Ellipses Button to open the Expression Manager, and then select an existing stored Expression or create a new stored Expression. Stored Expressions can be reused in numerous places in CSM.
      • Custom Expression: Click the Custom Expression button Expression Button to open the Custom Expression Builder, and then create a custom Expression specifically for this scenario.
  10. (Optional) Define whether to show a title for the zone:
    1. Select the Show Title check box.
    2. Provide a title for the zone (the name of the Business Object or Relationship is there by default).

    3. Click the Image button to open the Image Manager, and then select an existing image or import a new image to represent the item in the UI.

  11. Click OK.

  12. Publish the Blueprint (File>Publish Blueprint) to commit the changes, or save the Blueprint (File>Save Blueprint) to continue making other changes.
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